Navigating a Major Career Change at 52

Client: Lisa M., Corporate Executive
Challenge: Lisa wanted to leave her job and launch her own consulting firm but wasn’t sure how it would affect her long-term financial security.
Our Approach: We ran retirement projections, modeled income from self-employment, and restructured her portfolio for liquidity and tax efficiency.
Outcome: Lisa made the leap confidently, knowing her plan could support her transition and future.